Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

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Showing 1113 of 1113

Create Configurable Views for Attachments

Clients would like the ability to quickly filter or change the view of the visible attachments. This would allow them to hide columns that are not necessary and create configurable views by Categories or Attachment types.
Guest 9 months ago in CS - ClearSight Platform - General 0 Future consideration

Ability to export screen labels

Can the ability to Export be added to Screen Labels in ClearSight Admin?
Guest over 2 years ago in ClearSight 2 Future consideration

Make all workflow email templates configurable

Within a BIA or Plan for example, in the Approval process you can press 'request update' or 'request approval' - this produces a pop up box where an email can be sent - The content that is populated as standard in this pop up is not configurable i...
Bradley Cornwell 8 months ago in Resilience - BIAs 0 Future consideration

Bulk download PDF of all BCPs

While we are able to export various masters and data elements by going to Import & Export section in Riskonnect, but it is tedious process to take backup of all our data. Especially in an event that RiskOnnect is down, we need a way for our te...
Guest over 1 year ago in Resilience - Business Continuity - General / Resilience - Plans 0 Future consideration

Manual update of recipient responses within the Notification module.

We are looking for the capability to have Notification admins manually update recipient responses within the Notification module. This capability is currently available in legacy AssuranceNM software and utilized when a team member is unable to re...
Guest 3 months ago in Resilience - Notifications 0 Future consideration

Create a Multi-Select Custom Field

This feature would allow one to create a custom field that allows for a user to select multiple entries from a range of options. For example, there may be a question like "Which regulations is this department subject to?" where one can select more...
Guest 3 months ago in Resilience - Data Management 1 Future consideration

Bulk Close Claims button

Client is asking for an option to close claims in bulk from the view, currently they can close claim one by one from the claim record page. A close claim button to close all selected claim is the preferrable option Examples: Overall settlement agr...
Guest over 2 years ago in CS - Claims Administration 0 Future consideration

All Plan/Document Sections Should Be Optimized for Mobile

Currently it seems that sections that pull BIA information into a plan or document are not optimized for viewing on the mobile app. The user is given the option to view a PDF of their plan/document when attempting to access one of these sections -...
Amanda Feest 5 months ago in Resilience - Mobile 0 Roadmap Consideration

Cleared and Stop Payment Updates

Ability to do the below items regardless of payment status or if Log Payment or check. Cleared Date needs added to a payment Cleared Date needs removed from a payment Payment changed from Stop Payment to Cleared Payment changed from Cleared to Sto...
Shannon Stout about 2 months ago in CS - ClearSight Platform - General 1 Roadmap Consideration

In the list of BIAs, users should be able to see only the BIAs that have them set as a specific roles inside the BIA (e.g. set as owner,contributor,viewer). The same should apply to other lists (Plans, Events, Actions, Exercise documents, Risks).

Currently when a user login to the platform and go to the BIA lists he can see all BIAs (but the ones that are not assigned to him are greyed out). The greyed out BIAs should not be visible at all. This can be applied to all other relevant modules...
Guest about 2 months ago in Business Continuity & Resilience 1 Planned